HubSpot should allow admins to define a different set of required properties based on the pipeline a deal or ticket is created in. This will help ensure tha tthe correct data is being added to the CRM.
Example: For deals created in pipeline A - require "deal amount" to be populated For deals created in pipeline B - require "local currency" to be populated
Hi all! I'm marking the original idea as "delivered" since "Require specific deal properties based on pipeline" has been rolled out.
Separately, we have another update to conditional logic functionality in beta. This beta allows you to add conditional logic for properties with defined options (enumerated properties) to the 'Create record' form for contacts, companies, deals, tickets, and custom objects. It also allows for configuration of the display order of dependent properties (rather than alphabetically). Please fill out this form or reach out to your CSM if you're interested in participating in the beta (Pro subscription required), we'd much appreciate your feedback. If you reach out to your CSM, the name of the feature is 'Add conditional logic to the Create Record form.'
Hi everyone! The feature "Customize 'Create record' form by pipeline" is in public beta, which means that customers can opt themselves in under Product Updates > Betas. Note that it is Pro+, all hubs.
If you have feedback about this feature or related functionality you'd like to see, please fill out this form. We're actively looking for input to shape our roadmap and may reach out to respondents with follow-up questions. Thank you in advance!
👋Hi all! An update for you - we are now in private beta for a feature that will enable you to customize the ‘Create record’ form by deal, ticket, or custom object pipeline. This means that different properties will be displayed on the ‘Create record’ form depending on which pipeline a user selects.
Your CSM can request access to this beta on your behalf. We plan to move this feature to public beta in the near feature based on usage and customer feedback, at which point customers will be able to opt in themselves. Thank you all for your feedback!!
Hi all, this functionality is now in design research! It was a long road to get to this stage - thanks for your patience during the lengthy radio silence.
We've cooked up several options for this functionality. Now it would be great to get input from you on what works best. If you'd be interested in sharing feedback on early prototypes, please fill out this questionnaire. Thank you in advance for your time!!
Hey all, I'm Jeff from the CRM Product team. Don't blame @Dylan for the radio silence - blame me!
Happy to share that we are working towards support for this. There are several hurdles in our way to doing it right, we'll deliver it when it's ready.
We don't have an idea status that properly covers this stage, but it's gone beyond planning. It's on the list, and I'm looking forward to bringing it to you in the future.
Still cannot offer a firm timeline, I hope you'll understand at this point predicting a release date is not possible. Please keep the use cases and requests coming. Thank you all!
I wanted to post a quick update on the status of this idea.
As of right now, we do not have an ETA for delivering this functionality. We have a good understanding of the pain you all experience by not having this functionality and absolutely plan to address this idea. In fact, it's been something we've had several lengthy discussions about internally. The solution we're considering at this time is rooted in a significant change to our platform - allowing all properties (in this case, deal pipeline) to have other properties that are required depending on the original property chosen. It is certainly possible we take a more short-term approach to solve this specific problem, but at this stage our efforts are focused on higher impact updates to the HubSpot CRM overall.
Your continued feedback is very helpful for our team to prioritize this idea, so keep the use-cases and comments coming! Either myself or a member of our team will update this idea once we have a better idea on delivery + timing specifics.
Thank you as always for your continued input, it helps us build a better product.
Hey @carldavies1 - thank you for following up! We haven't made any significant progress on this quite yet, but it's something we're working towards with a series of other changes (like dependent properties for all objects and properties) with the hope that we can solve several big issues in a single release.
I don't have any clarity on timing there, but it's certainly something on our minds and being discussed. I'll follow up on this issue as soon as we have some progress...and likely will reach out personally for some input on our concepts!
👋Hi all! An update for you - we are now in private beta for a feature that will enable you to customize the ‘Create record’ form by deal, ticket, or custom object pipeline. This means that different properties will be displayed on the ‘Create record’ form depending on which pipeline a user selects.
Your CSM can request access to this beta on your behalf. We plan to move this feature to public beta in the near feature based on usage and customer feedback, at which point customers will be able to opt in themselves. Thank you all for your feedback!!
Hi everyone! The feature "Customize 'Create record' form by pipeline" is in public beta, which means that customers can opt themselves in under Product Updates > Betas. Note that it is Pro+, all hubs.
If you have feedback about this feature or related functionality you'd like to see, please fill out this form. We're actively looking for input to shape our roadmap and may reach out to respondents with follow-up questions. Thank you in advance!
Just using the pipeline logic for the first time but annoyingly all properties are ordered alphabetically and there is no way of reordering them. As everyone is aware it is very rarely the case that you would want to populate fields in alphabetical order so it should be a requirement to be able to reorder these fields surely?
@rwebb1 We are pleased that this feature is finally available. Our sales teams have been using two separate pipeline software programs, and will be able to transition into solely using HubSpot due to the ability to customize questions.
HOWEVER, the inability to customize the order the questions are asked in is an issue. I attempted to force them into a logical order by adding a, b, c, etc at the beginning of the property name, but this did not work.
I'm hoping this option will be available soon so that we can transition from Pipedrive to HubSpot.
Hi all! I'm marking the original idea as "delivered" since "Require specific deal properties based on pipeline" has been rolled out.
Separately, we have another update to conditional logic functionality in beta. This beta allows you to add conditional logic for properties with defined options (enumerated properties) to the 'Create record' form for contacts, companies, deals, tickets, and custom objects. It also allows for configuration of the display order of dependent properties (rather than alphabetically). Please fill out this form or reach out to your CSM if you're interested in participating in the beta (Pro subscription required), we'd much appreciate your feedback. If you reach out to your CSM, the name of the feature is 'Add conditional logic to the Create Record form.'
Enhancement Request for conditional logic on 'Create Record' form.
If this conditional logic ability could also be made avaliable for the "UPDATE STAGE PROPERTIES" pop-ups between Deal Stages would be wonderful. We have different "Deal Types" moving through one pipeline and would like to have different logic for the different Deal Types.
